Good Value | Pragmatic Value Investing
By Antipodes Partners
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Category: Investing
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Subscribers: 12
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Episodes: 42
Description
A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
| Episode | Date |
|---|---|
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Martin Daum, CEO of Daimler Truck (ETR: DTG) - the world's largest commercial vehicle manufacturer
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Mar 26, 2024 |
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State of play for EV stocks & the auto industry winners and losers
|
Mar 04, 2024 |
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Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)
|
Feb 06, 2024 |
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2024 sector-specific stock market ideas (and what to avoid)
|
Dec 19, 2023 |
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A turning point for Brazilian stocks?
|
Dec 07, 2023 |
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Quarterly Update: How the world’s oil supply chain could be splintered (Q3 2023)
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Nov 07, 2023 |
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Building a more energy efficient future (Interview with Saint-Gobain CEO Benoit Bazin)
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Oct 11, 2023 |
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3 stock ideas in one of the world’s most undervalued markets
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Aug 30, 2023 |
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Quarterly Update: A stock market with no margin for error (Q2 2023)
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Aug 02, 2023 |
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Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about
|
Jul 13, 2023 |
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3 Chinese stocks to watch amid the rocky recovery
|
Jun 14, 2023 |
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Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023)
|
May 03, 2023 |
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Life after SIVB and CS: Winners and losers in global financials
|
Apr 02, 2023 |
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Dr Christian Bruch on the energy transition
|
Mar 07, 2023 |
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Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)
|
Feb 05, 2023 |
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Antipodes’ sector-specific investment outlooks for 2023
|
Dec 20, 2022 |
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Investing in Emerging Markets
|
Dec 04, 2022 |
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Quarterly update: Outlook for global stocks amid escalating geopolitical tensions & economic volatility (Q3 2022)
|
Nov 04, 2022 |
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Antipodes’ approach to shorting
|
Oct 10, 2022 |
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RWE’s Michael Muller on Europe’s power crunch
|
Aug 26, 2022 |
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Quarterly update: The time for a contrarian mindset (Q2 2022)
|
Aug 02, 2022 |
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Seagate Technology : Uncovering value amid the Nasdaq bear market
|
Jun 26, 2022 |
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Meta & the battle for digital advertising supremacy
|
May 31, 2022 |
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Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)
|
May 02, 2022 |
|
Energy and commodities: strengthening portfolios today, but what about the future?
|
Mar 30, 2022 |
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Norsk Hydro: An aluminium giant for the new world
|
Feb 27, 2022 |
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Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)
|
Feb 01, 2022 |
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Omicron: Key considerations for investors & the investment case for two global healthcare stocks
|
Dec 12, 2021 |
|
Europe‘s energy crisis
|
Nov 29, 2021 |
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Quarterly update: Inflation, energy & China‘s economy (Q3 2021)
|
Oct 26, 2021 |
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Uncovering ESG investing opportunities
|
Sep 19, 2021 |
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Finding value in big tech
|
Aug 23, 2021 |
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Quarterly update: Outlook for global equities (Q2 2021)
|
Jul 23, 2021 |
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Antipodes' approach to investing in China
|
Jun 22, 2021 |
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Challenging the inflation consensus
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May 24, 2021 |
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Quarterly update: The emergence of new market leaders (Q1 2021)
|
Apr 26, 2021 |
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Tesla, Volkswagen and the race for EV domination
|
Mar 29, 2021 |
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The tech behind big tech - why semiconductors are like shovels in a gold rush
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Feb 24, 2021 |
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Why investors can't ignore decarbonisation
|
Dec 16, 2020 |
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Investing in the reopening
|
Nov 25, 2020 |
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US election: Two pathways, one destination for markets
|
Oct 27, 2020 |
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The pathway to COVID-19 vaccination
|
Oct 21, 2020 |